Reading this and related stories, seems to be related to activist investor pressure. Reading into that, seems that activist investors are pushing Twilio to dive

Reading this and related stories, seems to be related to activist investor pressure. Reading into that, seems that activist investors are pushing Twilio to divest from their Data & Applications business. How I understand it Twilio has moved into "customer engagement" from their initial core business and investors aren't happy with the direction or returns from that business unit.